Zoho CRM related list function
Zoho CRM related list function
Creating a related list in Zoho CRM can be a powerful way to organize data and provide context. One common scenario involves linking three interconnected modules, such as Suppliers, Account Managers, and Clients, where each Client has a specific Account Manager and each Account Manager has a dedicated Supplier. While Zoho CRM allows for related lists between Account Managers and Suppliers, and Suppliers and Clients, you might want a direct related list between Account Managers and Clients to see all clients associated with a particular Account Manager.
To achieve this, you can use a deluge script in Zoho CRM. The solution involves creating a lookup field in the Clients module for Account Managers, and then using a zoho crm custom function in the Suppliers module to automatically associate clients with the correct Account Manager. This function will trigger whenever a supplier's record is updated.
Here’s a breakdown of the steps: Create a Lookup Field: First, create a lookup field for 'Account Managers' within the 'Clients' module. Create a Custom Function: In the Suppliers module, set up a zoho crm related list function that will automatically populate the new Account Manager lookup field in the Client records. The function gets all clients related to a specific supplier and then updates each client record with the Account Manager ID associated with that supplier.
This method effectively bridges the gap between the Account Managers and Clients modules, providing a direct and automatically updated related list that can be viewed from the Account Manager's record. This eliminates the need for manual updates or relying solely on reports, creating a more integrated and efficient workflow.
For additional implementation steps and zoho crm deluge script examples, refer to the Zoho CRM community forum.
Source: Zoho CRM related list function
